A complete list of active advisors currently associated with Patrick Mauro Investment Advisor, Inc.
Warmer can help you find a great advisor at Patrick Mauro Investment Advisor, Inc. or one who fits your needs even better.
Patrick Mauro Investment Advisor, Inc. is an SEC‑registered investment adviser that provides discretionary portfolio management and related financial advice to individuals (including IRAs), retirement and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers ongoing portfolio management and related services rather than participating in wrap fee programs. PMIA tailors portfolios to client objectives and risk tolerance using a mix of capital preservation and growth‑and‑income strategies; its fixed‑income work emphasizes laddered bond portfolios (one‑ to five‑year rungs using CDs, U.S. government and investment‑grade corporate issues, and municipal bonds where tax‑efficient), while its equity approach focuses on dividend‑paying operating companies, MLPs, REITs and commodity ETFs for inflation hedging. The firm relies on quantitative optimization, third‑party research and models, and may employ option strategies such as covered calls as part of its disciplined allocation process. The firm’s brochure and public materials reference third‑party ratings (the firm lists its website and SEC adviserinfo), a practice that is uncommon among similar supported advisers and may be useful to prospective clients assessing its public profile. PMIA also documents specific implementation guidelines—explicit dividend yield targets (about 4% for operating companies and ~8% for MLPs/REITs), diversification limits (generally no more than 10% in any single stock and 20% in a sector), and formal bond laddering—which together characterize its principle‑based, income‑oriented investment philosophy.
To learn more about the advisors currently working at Patrick Mauro Investment Advisor, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Oak Brook, IL
| 5
| |
Oak Brook, IL
| 24
| |
Oak Brook, IL
| 28
|
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